Platinum Conservative
We offer our top-tier equity strategies for a conservative investor with a low-risk appetite, aiming to generate slightly higher returns while maintaining risk tolerance.
Risk Level: Moderately Low
Min Investment: ₹25 Lakhs
30 Days Return:
2.22%
90 Days Return:
3.41%
365 Day Return:
16.52%
Since Inception:
111.51%
Strategy Specifications
| Inception Date | Jan. 1, 2016 |
| Min Investment | ₹25 Lakhs |
| Strategy Type | Diversified Portfolio |
| Asset Classes | Equity ETFs |
| Universes | Large Caps Money Market Multi Caps Small Caps Sovereign debt |
| Investment Styles | Multi-Asset Multi-Strategy |
| Instruments | Equity Debt |
| Rebalancing Frequency | Monthly |
| Volatility | Moderately Low |
Strategy Description
With only 20% allocation to equity strategies, the goal of this portfolio is to outperform other investment options avaiaible to an investor with a low risk appetite.
Asset Allocation
Equity
20.00%
Debt
80.00%
Strategy Selection
| Category | Weight |
|---|---|
| Debt Allocation | 80.00% |
| Fera Momentum | 12.00% |
| Cruise Momentum | 8.00% |
| Platinum Conservative | Generic Conservative Benchmark | |
|---|---|---|
| 30-day returns | 2.22% | 0.13% |
| 90-day returns | 3.41% | 0.13% |
| YTD returns | 13.50% | 0.13% |
| 1-year returns | 16.52% | 0.13% |
| 3-year returns | 53.81% | 0.13% |
| Returns since inception | 111.51% | 0.13% |
| Annualised returns | 2.77% | 63.37% |
| Best year returns | 16.89% | 0.13% |
| Worst year returns | -3.92% | 0.13% |
| Sharpe ratio | 0.63 | - |
| Max drawdown percent | -4.51% | -0.13% |
Discalaimers
Historical simulations or live model portfolio performance is provided for informational purposes only to indicate historical performance had Flameback Strategies been available to investors.